We are live on ! Find out more
DFSD

Dimensional Short-Duration Fixed Income ETF
DFSD

249 hedge funds and large institutions have $2.3B invested in Dimensional Short-Duration Fixed Income ETF in 2024 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 137 increasing their positions, 66 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 66

47% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 19

32% more funds holding in top 10

Funds holding in top 10: 31 → 41 (+10)

19% more capital invested

Capital invested by funds: $1.94B → $2.3B (+$365M)

2.9% more ownership

Funds ownership: 64.17% → 67.07% (+2.9%)

3% more funds holding

Funds holding: 242 → 249 (+7)

Holders
249
Holders Change
+7
Holders Change %
+2.89%
% of All Funds
3.58%
Holding in Top 10
41
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+32.26%
% of All Funds
0.59%
New
28
Increased
137
Reduced
66
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$128M
2
FPAS
Focus Partners Advisor Solutions
Missouri
+$74.3M
3
SC
Savant Capital
Illinois
+$22.3M
4
DPI
Diversified Portfolios Inc
Michigan
+$18.1M
5
ODA
One Degree Advisors
California
+$11.4M

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$19.3M
2
NA
NewEdge Advisors
Louisiana
-$6.4M
3
BC
Burney Company
Virginia
-$5.22M
4
SPWM
Straight Path Wealth Management
Michigan
-$4.76M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.87M
Name Holding Trade Value Shares
Change 		Change in
Stake
PCA
51
Prosperity Capital Advisors
Ohio
$10.4M +$6.42M +135,305 +165%
TIAM2
52
Tru Independence Asset Management 2
Oregon
$10.4M +$10.3M +217,092 New
DB
53
Dravo Bay
Delaware
$10.2M +$10.2M +213,987 New
Betterment LLC
54
Betterment LLC
New York
$9.75M +$596K +12,563 +7%
HWM
55
Hemington Wealth Management
Virginia
$9.43M +$4.23M +89,037 +81%
TIM
56
Tortoise Investment Management
New York
$9.17M -$1.33M -28,119 -13%
FWS
57
FinDec Wealth Services
California
$8.87M +$597K +12,587 +7%
SHFA
58
SC&H Financial Advisors
Maryland
$8.76M +$1.57M +33,183 +22%
PCM
59
Peirce Capital Management
Texas
$8.54M +$25.2K +531 +0.3%
YWM
60
Yardley Wealth Management
Pennsylvania
$8.37M +$8.32M +175,254 New
IA
61
IFP Advisors
Florida
$7.68M +$2.97M +62,556 +64%
Wealth Enhancement Advisory Services
62
Wealth Enhancement Advisory Services
Minnesota
$7.64M -$371K -7,818 -5%
GCA
63
Gradient Capital Advisors
California
$7.48M +$1.78M +37,533 +31%
THL
64
Tillman Hartley LLC
Colorado
$7.46M +$888K +18,701 +14%
CIAS
65
CFS Investment Advisory Services
New Jersey
$7.46M -$51.9K -1,093 -0.7%
CWP
66
Concord Wealth Partners
Virginia
$7.43M -$527K -11,113 -7%
WCA
67
Waypoint Capital Advisors
Minnesota
$7.17M +$1.13M +23,772 +19%
BHWM
68
Bay Harbor Wealth Management
Maryland
$7.17M +$1.35M +28,427 +23%
BC
69
Burney Company
Virginia
$7.17M -$5.22M -110,085 -42%
NWM
70
Northwest Wealth Management
Iowa
$7.11M +$3.05M +64,347 +76%
Corient Private Wealth
71
Corient Private Wealth
Florida
$6.91M -$29.3K -618 -0.4%
PFA
72
Pure Financial Advisors
California
$6.91M +$31K +653 +0.5%
SPIA
73
Steward Partners Investment Advisory
New York
$6.57M +$2.02M +42,607 +45%
CAM
74
CPA Asset Management
Florida
$6.29M +$1.02M +21,392 +19%
SWM
75
Sterling Wealth Management
Illinois
$6.28M +$5.14M +108,222 +463%
1 2
3
4 5

DFSD Hedge Fund Activity: Q3 2024 in Review

249 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Dimensional Short-Duration Fixed Income ETF (DFSD) for Q3 2024, worth a combined $2.3B — up 19% from $1.94B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new DFSD positions and 19 closed out — a net gain of 9 holders — while 137 added to existing stakes and 66 trimmed.

The largest buyer was Focus Partners Wealth, opening a new position worth an estimated $128M. The largest seller was Jane Street, cutting an estimated $19.3M.

  • 249 institutional investors held Dimensional Short-Duration Fixed Income ETF (DFSD) as of Q3 2024, up from 242 in Q2 2024.
  • Funds reported $2.3B of Dimensional Short-Duration Fixed Income ETF stock for Q3 2024, up 19% quarter-over-quarter.
  • 28 funds opened new Dimensional Short-Duration Fixed Income ETF positions in Q3 2024 and 19 closed out, a net change of +9 holders.
  • The largest Dimensional Short-Duration Fixed Income ETF buyer in Q3 2024 was Focus Partners Wealth, an estimated $128M added.
  • The largest Dimensional Short-Duration Fixed Income ETF seller in Q3 2024 was Jane Street, an estimated $19.3M sold.

Based on aggregated 13F filings for Q3 2024.